Big. Picture. Wealth. Planning. Process
The Big. Picture. Wealth. Planning. process begins with a discussion where you speak and we listen, not the other way around. This comprehensive conversation was devised with one clear objective in mind – to get to know you in a holistic way so that we can create a financial roadmap for you and your family.
- We will help you systematically implement our agreed upon recommendations.
- Our recommendations are designed to increase the probability of success of achieving your lifetime goals.
- We will adjust your roadmap over time as your life evolves.
- Unlike many of our competitors, our investment recommendations are just a part of the Big. Picture. Wealth. Planning. process. We will also give you advice with regard to your insurance, banking, retirement income and estate plan as they pertain to your financial big picture.
-
- Initial meeting where we ask you in-depth questions.
- It is extremely important for us to understand the values that shape your decision-making process and your priorities.
- We will review your current financial situation such as your assets, liabilities, real estate, income sources, insurance coverage and legal documents.
- This discussion leads to development of specific goals used to create a customized wealth plan for you and your family.
-
- We will confirm the information you communicated is what we have.
- We will work collaboratively to finalize your customized wealth plan.
- We will define your risk tolerance and ensure it is aligned with your goals.
- Our team will compare and contrast your current strategy versus our customized wealth plan that includes detailed recommendations specific to your financial objectives and with the corresponding steps to implement them.
-
- This meeting marks the official beginning of the relationship between Nevada Family Wealth and you.
- We will only move forward with the new relationship if both parties are excited about working together.
- Our onboarding process is systematized and efficient to ensure a seamless transition.
- We take care of all the details during this period.
“If you make listening and observation your occupation, you will gain much more than you can by talk.”